Hi Besties!
After almost a decade of trying different budgeting methods, saving hacks and financial routines, these are the money habits I’ve found actually work.

In this episode, I’m sharing the simple financial routine I use to stay on top of my money without constantly checking a budget or spending hours managing my finances. We’re talking about the quarterly subscription check that uncovered over $2,000 in expenses I didn’t realize I was still paying, how I keep track of recurring bills, when I rebalance my investment portfolio, and the cash flow plan I use to decide how much I can save and spend guilt-free.

☺️ WHO ARE WE?
Hi! We’re Friends That Invest, the world’s largest investing education platform for women and minorities. With over 10M downloads, a global community, and a best selling book, we’re here to help you grow your wealth and confidence without the jargon.

📌 Chapters:
00:00 Money Habits That Work
02:10 Review Your Subscriptions
05:32 Track Your Bills
09:13 Rebalance Your Portfolio
12:12 Make a Cash Flow Plan
14:36 Your Quarterly Money Reset
16:04 Final Thoughts

🔑 Keywords to help more besties find this channel:
money habits, financial habits, money routine, financial routine, how to manage money, personal finance, budgeting, how to budget, saving money, how to save money, subscription audit, investment portfolio, portfolio rebalancing, cash flow plan, pay yourself first, investing for beginners, index funds, financial planning, financial independence, money management, money tips for women, financial literacy, wealth building, Friends That Invest, finance podcast

ps: Try putting a quarterly money reset in your calendar today. Review your subscriptions, check your bills, rebalance your investments and revisit your cash flow plan. Then take a screenshot, tag @friendsthatinvest, and share this episode with an Investie Bestie who wants to get better with money too.

p.s.s. Here’s the free Cash Flow Plan I was talking about:
https://friendsthatinvest.kit.com/planner

Love,
Sim xx